Document Display Settings
The Document Configuration template enables you to generate a document in run time based on preferred settings. You can configure the document elements at the provider and practice levels, but not the document format.
The practice template provides the ability to:
- Set up general, practice-level options and how information displays on documents for:
- Orthopedic encounters
- Vital signs
- Behavioral Health encounters
- Set up provider-level content for these document types:
- Chart Note
- Consult Note
- Referral Letter
When Chart Note is selected as the default document to print from a patient encounter, the master document is set to generate offline. The practice decides the type of documents to be routed to the Provider Approval Queue (PAQ) for sign off.
- Load default preferences for all document types or a selected type
- Copy document type preferences from one provider to another or to all providers in a practice
- Set the master document to generate online after the Chart Note